How big is Curtis Holding Co., LLC's plan?

Curtis Holding Co., LLC's plan reported $274K in assets and 43 participants for 2024.

Original filing (PDF)20250425152114NAL0005274819001

Curtis Holding Co., LLC

Name: Curtis Holding Co., LLC — Curtis Holding Co., LLC, Form 5500 (2024)
Creator: Curtis Holding Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curtis Holding Co., LLC 401(k) Plan

401(k) retirement plan · Curtis Holding Co., LLC's Curtis Holding Co., LLC 401(k) Plan held $274K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

Plan identifiers

Curtis Holding Co., LLC's EIN is 47-4406897.

EIN 47-4406897

Plan number 001

Plan year 2024

ACK ID 20250425152114NAL0005274819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curtis Holding Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curtis Holding Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off